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Questions tagged [relationships]

Relationships link different contacts or organisations with each other. The are listed in a contacts `Relationships` tab.

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2
votes
4answers
62 views

CiviEvent, group by relationship

I'm currently setting up CiviCRM for a dance institution. They want to create an event for each lesson (weekly) and use CiviMobile on an iPad or something similar to manage attendance. Now there's a ...
0
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1answer
24 views

Can not add both Individual and Organisation to case

When a case is created one contact is added. But later, when I want to add another contact, sometimes that is not possible. I've figured out, I think, that if the first contact is of one type, ...
3
votes
1answer
48 views

Drupal views: How to aggregate CivCRM Relationships?

I was able to create Drupal Views that nicely lists Organization with their related individuals. It worked with both approaches with CiviCRM Relationships as well as CiviCRM Contacts as base view. ...
0
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1answer
80 views

membership by relationship [closed]

Our members Nate & Marion Seiden relationship - showing that they are spouses same household but the wife, Marion, doesn't have "membership by relationship". we do not know how it happened, or how ...
1
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0answers
25 views

Exporting Relationship “specifict job titles”

I need to export the "specific job title" field that is located in relationship. I cannot find that field in any of the export drop-downs, nor any field with a language that even sounds like what I ...
0
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1answer
58 views

How to export 'employee of' relationship that has multiple staff members?

As a disclaimer, I've read up on this thread: How to export all children of a family?. However, that doesn't seem to solve my problem. Here's my dilemma. I'm looking to export contacts from our ...
5
votes
1answer
37 views

Presales / Functionality Question

Presales Question… I’m trying to determine which features can be turned on & off with this CRM system, so I have a couple of questions I need to ask based on the scenario that I’m trying to solve ...
4
votes
2answers
62 views

Can we use a Relationship between 2 contacts, once in either direction?

Goal is to let X "favourite" Y and vice versa But seems that civi won't let us do both between the same two contacts, ie we cannot let X favourite Y and at same time have Y favourites X. Is it ...
2
votes
1answer
49 views

Bulk re assigment of relationships

If you have a large number of contacts managed by one 'volunteer rep' as a relationship, when that rep leaves then there is a lot of cumbersome manual data entry. I have looked and I can't find any ...
3
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1answer
413 views

Managing multiple CiviCRM relationships in a Drupal View: A case study for A->C plus B->C relationships

Here is the fruit of my journey so far with multiple CiviCRM relationships in Drupal Views. My original question that sparked this question is here: How to create a drupal 'contact me' link ...
1
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2answers
75 views

How to create a drupal 'contact me' link where the user is a contact reference field of Contact B in a civi relationship

I have an organisation with members across many institutions around Australia and each institution will have one of those members as a contact for that institution. On each institution's landing page ...
1
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1answer
27 views

Search for address of person contacts through current employeer

I'm looking for a way to search for contacts for which we have an address of their current employeer on record. How do I do that? I often find myself in this situation, wanting to find contacts based ...
2
votes
3answers
145 views

Custom Report By Relationship

Can you point me to resources that can cover this requirements, I'm sure it would be needed often, and whilst I can dive into working it out from first principals, as a newbie, it would be nice to get ...
0
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1answer
56 views

Troubleshooting relationship ACL Permissions

This is the same issue listed here but my understanding of the issue has changed enough that it really isn't the same question anymore. (If any mods disagree I'm happy to take guidance on this point.) ...
1
vote
1answer
60 views

How can I search by relationship in Contact.get?

Is there a way to search by relationship in the Contact.get API call? Eg: give me all the contacts that are individuals, in group 9 and have a relationship type 8 (optionally specifying direction and/...
1
vote
1answer
46 views

How to search for contacts without a specific relation?

I'm trying to figure out how to search for contacts (individuals) that do not have a "Current Employeer" relation. Is that possible?
0
votes
1answer
286 views

Importing contacts and their relationships

this is really two questions, but may be answered via the first. Q1: I have a large set of contacts (1400+) in a spreadsheet that already has a column for organisation (or household). ie First name, ...
3
votes
1answer
47 views

Expanding the Relationship Notes field

Is there a way to increase the size of the Relationship Notes field? In 4.6, it appears to be stored in the varchar(255) "description" column of the civicrm_relationship table. Nevertheless, Webform-...
1
vote
1answer
27 views

How to view multiple relationships in contact editing mode?

If a contact is an employee of multiple organizations at the same time, is there an option to Add New Relationship in the contact editing mode so that multiple relationships can be shown in the ...
2
votes
2answers
160 views

Exporting relationships

I have an individual who receives from one to many honors. The honors are listed and an organization. I created a relationship and have loaded the relationship. If I look at relationships in the ...
0
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1answer
45 views

Certain data is not displaying on records

I just created a custom field for a multi-select list using tab with table. When I add data, the tab correctly shows that there are four items saved to this field, but the actual items are not ...
3
votes
1answer
53 views

Relationship type id stored in the wrong custom group column?

I made a custom group in a Relationship type. When I look back in MySQL table civicrm_custom_group I see that civicrm_relationship_type.id is stored in column civicrm_custom_group....
1
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0answers
50 views

When avoiding duplicate relationships why does Civi check for identical custom fields?

Today I realized that our installation holds many individuals without an address. Most of them are employees and correctly related to their employer. So I decided to use the api to let all them share ...
1
vote
1answer
123 views

How can I change the fields displayed by dataTables?

I want to customize the information provided by templates that are generated via the dataTable plugin. Specifically, I want to alter the RelationshipSelector.tpl to display a contact's title and a ...
4
votes
2answers
163 views

Creating a relationship when filling in a Profile

I love the way the "Employee of" relationship can be created simply by adding the "Current Employer" field to a profile. Is there a corollary for other relationships? I need to be able to track if ...
0
votes
0answers
32 views

Unknown column civicrm_relationship.is_active while child smart group edit (create temporary table fails)

There are a parent Smart Group which contains several "child" Smart Groups. All was working a while, until at some time point it starts throw an error, something like [debug_info] => CREATE ...
1
vote
1answer
48 views

Scheduled reminders triggered by new relationship

The Objective: We'd like to set up a template email that will send (one time only) to individuals who have a specific relationship type added to their contact record. E.g. (Individual) A is a ...
1
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0answers
50 views

Exported related contact info for contact sub-type

We've got a site (4.6.11) That has two organisation sub-types ("project" and "project event") there is a relationship between them (event of/ event is). On running a search of project events, and ...
1
vote
1answer
51 views

How can I include CiviCRM relationships to node creations screens?

What I want to do is allow content authors to associate their news stories to their organisations. I currently expose the organisations as an auto-complete field, however the target is for the author ...
1
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0answers
53 views

CiviCase losing Relationship in Case?

Since upgrading to 4.7.3 on WordPress, some of our Cases seem to be losing a relationship role. They are not linked to the case from the contact record either, even after re-adding them to the case. ...
5
votes
2answers
297 views

Can I customize the contact relationship tab to show custom fields?

I have a relationship type with some custom fields. Is there any way to customize the relationship tab under a contact, to display those custom fields? Instead of the default Start/End/City/State/...
1
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0answers
17 views

If a contact changes Membership Type should contacts who inherit that membership also show the new membership type

Scenario: Orgs can pay for a 1 year or 5 year membership. Org X pays for 1 year. Their Employee Q gains the membership 'by relationship'. Next year Org X pays for a 5 year membership. Employee Q's ...
0
votes
1answer
42 views

smart groups and relations

I want to build a smart group with 3 relationships. Is it possible to search for 3 relationships in one step? I have tried with advanced search, search builder and custom search. But I havent found ...
1
vote
1answer
68 views

search for two relationships at once

is it possible to search for two relationships at once? Until now I search for relations like - search - advanced search - relationships - choose the desired relationships thx.
0
votes
1answer
36 views

Contribution page in a loop?

I have a contribution page set up that I'm sending users to using a link from a webform, which includes the cid and checksum so that the contribution page is prefilled with the user's data. when the ...
0
votes
1answer
38 views

Other Relationships

I have tried starting over with CiviCase with the new interface as we had not used the XML based configuration. With the new case type I have a section called Other Relationships. The information in ...
0
votes
1answer
60 views

“Related Permissions Module” settings

I installed the extension "Related Permissions Module", and now how do to configure the acl for single organization?
1
vote
1answer
115 views

How can a user related to an Organization login and be restricted so they only see related members of the organisation

With CiviCrm can you manage accesses of single organization, set user and password for this single organization, and show only individuals related this organization, and only manage related membership ...
2
votes
2answers
85 views

Relationship Permissions as ACLs don't work

I am working with CiviCRM 4.6.11 integrated in Drupal 7.4.1 I installed "Relationship Permissions as ACLs" 1.2 (compatible 4.6): https://civicrm.org/extensions/relationship-permissions-acls It is also ...
3
votes
3answers
213 views

How do I set up custom permissive relationships?

I am currently using D7.35 and Civi4.4.14 We have custom relationships on our Civi installation. What I would like them to do is give the individual permission to view and edit the organisation which ...
5
votes
4answers
511 views

Allowing a contact to update their related contacts via Webform-CiviCRM

We have a webform that allows a contact to sign up for a membership and specify two related contacts (let's say "Spouse" and "Child" for the example). When they come back to renew, we can prefill the ...
1
vote
1answer
34 views

Overcome API KEY request at Relationship edit / delete for users of certain Drupal Role

Is it possible to skip api key check at Relationships delete? We'd like to create one-click link for altering Contact, where users of certain Drupal Role should be able to click "Resign" link and all ...
2
votes
1answer
294 views

Chain API call cascade, pass second value as third call argument, “id is not a valid integer”

While making a cascade API call, a roadblock has been hit, here's a code: $result = civicrm_api3('Contact', 'get', array( 'sequential' => 1, 'return' => "id", 'id' => array('IN' => ...
1
vote
0answers
20 views

How can I display more than 100 relationships

We have a company that have 200 relationships. When we try to look up the people civi allows you to select 50 or 100. in our case we have 200 and so when we select 100 from the drop down we are unable ...
3
votes
2answers
205 views

Drupal Views - Sorting of family members in a contact list

I am working on a church website with civicrm integration. What I want is a list of church members sorted or grouped by household. Sorting by sortname is no problem. I am able to get members with ...
1
vote
1answer
88 views

Current Employer Autocomplete Field

In drupal the webform integration module allows an autocomplete field where you can search to add an employer from existing contacts. On my wordpress site however i am trying to allow users to update ...
2
votes
2answers
57 views

Is it possible to have many to many relationships between custom field sets?

i tried to look for an answer but im pretty confused with what i found.. I'm trying to create a many to many relationship like in SQL.. for example: lets say i want to create a custom 'Event'(a ...
2
votes
1answer
64 views

Relationships not available on household imports

We have an import that we do a few times a year that I set up about 2 years ago. Until today, it's never had an issue. We are using v4.6.3, and the last time we did it we were using a 4.5.x version. ...
3
votes
2answers
49 views

How to handle irrelevant employers we don't really want as separate contacts?

So, sometimes a contact's employer is entirely irrelevant, we have basically no value in keeping that information. Or maybe there's no reason not to note it, but it's not an organization we care about....
1
vote
1answer
77 views

Drupal Views Field: Relationship Type B-to-A?

I'm creating blocks to show a Drupal user's relationships on their user page. I've been able to create the views necessary to show the Display Names of the contacts in both the user's A to B ...